BTU vs. BARAX
Compare and contrast key facts about Peabody Energy Corporation (BTU) and Baron Asset Fund (BARAX).
BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTU or BARAX.
Correlation
The correlation between BTU and BARAX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BTU vs. BARAX - Performance Comparison
Key characteristics
BTU:
-0.55
BARAX:
-0.20
BTU:
-0.63
BARAX:
-0.11
BTU:
0.93
BARAX:
0.98
BTU:
-0.36
BARAX:
-0.14
BTU:
-1.29
BARAX:
-0.71
BTU:
15.96%
BARAX:
6.08%
BTU:
37.26%
BARAX:
21.24%
BTU:
-98.07%
BARAX:
-61.00%
BTU:
-55.75%
BARAX:
-28.54%
Returns By Period
In the year-to-date period, BTU achieves a -10.84% return, which is significantly lower than BARAX's 1.39% return.
BTU
-10.84%
-13.16%
-20.77%
-18.43%
17.45%
N/A
BARAX
1.39%
-17.65%
-9.17%
-3.53%
0.48%
4.13%
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Risk-Adjusted Performance
BTU vs. BARAX — Risk-Adjusted Performance Rank
BTU
BARAX
BTU vs. BARAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Peabody Energy Corporation (BTU) and Baron Asset Fund (BARAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BTU vs. BARAX - Dividend Comparison
BTU's dividend yield for the trailing twelve months is around 1.61%, while BARAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
BTU Peabody Energy Corporation | 1.61% | 1.43% | 0.93% | 0.00% | 0.00% | 0.00% | 26.43% | 1.59% |
BARAX Baron Asset Fund | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BTU vs. BARAX - Drawdown Comparison
The maximum BTU drawdown since its inception was -98.07%, which is greater than BARAX's maximum drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for BTU and BARAX. For additional features, visit the drawdowns tool.
Volatility
BTU vs. BARAX - Volatility Comparison
The current volatility for Peabody Energy Corporation (BTU) is 11.59%, while Baron Asset Fund (BARAX) has a volatility of 18.20%. This indicates that BTU experiences smaller price fluctuations and is considered to be less risky than BARAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.